For almost two months, I have put the brakes on publishing - both content and webinars. While March was spent in tying up compliances for the first full year of managing a fund (beating the benchmark by 2.35 times making highly concentrated bets), April ended up with travel to 7 cities.
It’s 7th May, 2022 and time to make some announcements.
But before making some announcements, let’s also be honest about a few things before we proceed.
Now, as someone who has been writing for almost 3 years now, the endeavour has been very simple from Day 1 - deliver disproportionate value for unit time spent.
Now amidst the compliances, travel and personal commitments, this did take a back seat.
So what is up and where do we go ahead from here?
Hard reset and review of the existing ideas - we will be dropping a few companies from our tracking universe and revisiting some of our existing companies and re-evaluate our thesis
Bucketing of Ideas for active results coverage - For a few companies the tracking will take place on a quarterly basis, for others we will just be referring to the Annual Reports - results will be coming out in due course
Community Interaction on the ideas discussed weekly - Once we discuss a new concept or a company, we shall be discussing further thoughts, risks and thesis pointers so that the presentation is further corroborated
1 on 1 discussion for any doubt clarification or resolution on a Zoom session - This will be available for the next 2 months for every member to have a detailed discussion for 40 minutes, the calendly links shall be sent shortly for this, so stay tuned
Navigating Uncertainty
(Not required for existing Premium members of Beta to Alpha)
Over the past year and a half, we have had 52+ webinars discussing multiple facets from the investing world and corroborating ideas and risks. Tomorrow’s webinar will be a deep dive on understanding the context behind navigating uncertainty as we move ahead into the future.
This webinar shall start at 11:30 AM and will continue for an hour till 12:30 PM.
Existing Premium members need not register, for folks willing to attend this LIVE, click here to register.
What will we cover?
Summarised Global Macro View
Asset Allocation and Position Sizing
A new passive ETF product
Sector Preferences
4 Interesting companies from a risk - reward perspective
Disclaimer
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Any investments discussed or recommended are not intended to offer or solicit an offer to buy and/or sell any securities mentioned on this newsletter and/or is not an official confirmation of any transaction.
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Beta to Alpha does not provide SEBI registered investment advice.